$779 Million is the total value of PINNACLE FINANCIAL PARTNERS INC's 638 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 62.6% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $24,744,000 | -3.0% | 98,490 | -6.7% | 3.18% | -12.4% |
MSFT | Sell | MICROSOFT CORP | $14,928,000 | +7.9% | 200,395 | -0.2% | 1.92% | -2.5% |
AAPL | Sell | APPLE INC | $13,493,000 | -5.3% | 87,548 | -11.5% | 1.73% | -14.4% |
CMCSA | Sell | COMCAST CORP NEWcl a | $10,673,000 | -6.7% | 277,369 | -5.6% | 1.37% | -15.7% |
EFA | Sell | ISHARES TRmsci eafe etf | $9,682,000 | +4.8% | 141,381 | -0.3% | 1.24% | -5.3% |
AMZN | Sell | AMAZON COM INC | $8,830,000 | -17.3% | 9,186 | -16.7% | 1.13% | -25.2% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $7,941,000 | +2.8% | 61,314 | -1.2% | 1.02% | -7.1% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $7,821,000 | -0.7% | 43,714 | -3.5% | 1.00% | -10.4% |
UNH | Sell | UNITEDHEALTH GROUP INC | $7,328,000 | -6.7% | 37,418 | -11.7% | 0.94% | -15.7% |
AMGN | Sell | AMGEN INC | $6,800,000 | +3.7% | 36,464 | -4.2% | 0.87% | -6.3% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $6,376,000 | -6.2% | 6,548 | -10.4% | 0.82% | -15.2% |
HON | Sell | HONEYWELL INTL INC | $5,985,000 | +1.7% | 42,224 | -4.4% | 0.77% | -8.0% |
VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $5,577,000 | +3.4% | 128,471 | -1.6% | 0.72% | -6.5% |
GE | Sell | GENERAL ELECTRIC CO | $5,288,000 | -35.3% | 218,709 | -27.7% | 0.68% | -41.6% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,219,000 | -0.7% | 119,788 | -6.9% | 0.67% | -10.2% |
ORCL | Sell | ORACLE CORP | $5,052,000 | -11.4% | 104,477 | -8.1% | 0.65% | -19.9% |
V | Sell | VISA INC | $5,035,000 | +3.2% | 47,849 | -8.0% | 0.65% | -6.8% |
HCA | Sell | HCA HEALTHCARE INC | $4,981,000 | -16.1% | 62,580 | -8.1% | 0.64% | -24.2% |
IJS | Sell | ISHARES TRsp smcp600vl etf | $4,886,000 | +4.4% | 32,948 | -1.6% | 0.63% | -5.6% |
AMT | Sell | AMERICAN TOWER CORP NEW | $4,612,000 | -4.8% | 33,743 | -7.8% | 0.59% | -13.8% |
QCOM | Sell | QUALCOMM INC | $4,470,000 | -9.2% | 86,243 | -3.2% | 0.57% | -17.9% |
KHC | Sell | KRAFT HEINZ CO | $4,121,000 | -18.0% | 53,136 | -9.5% | 0.53% | -25.9% |
DVY | Sell | ISHARES TRselect divid etf | $4,045,000 | +0.7% | 43,191 | -0.8% | 0.52% | -8.9% |
NFLX | Sell | NETFLIX INC | $3,887,000 | +3.6% | 21,433 | -14.6% | 0.50% | -6.2% |
DIS | Sell | DISNEY WALT CO | $3,870,000 | -27.9% | 39,261 | -22.2% | 0.50% | -34.8% |
IYR | Sell | ISHARES TRu.s. real es etf | $3,814,000 | -2.4% | 47,740 | -2.5% | 0.49% | -11.7% |
AMLP | Sell | ALPS ETF TRalerian mlp | $3,780,000 | -8.6% | 336,906 | -2.6% | 0.48% | -17.4% |
UTX | Sell | UNITED TECHNOLOGIES CORP | $3,751,000 | -10.2% | 32,311 | -5.6% | 0.48% | -18.9% |
AXP | Sell | AMERICAN EXPRESS CO | $3,618,000 | +0.1% | 39,994 | -6.8% | 0.46% | -9.6% |
PYPL | Sell | PAYPAL HLDGS INC | $3,531,000 | +11.4% | 55,148 | -6.6% | 0.45% | +0.7% |
COF | Sell | CAPITAL ONE FINL CORP | $3,378,000 | -4.6% | 39,900 | -6.9% | 0.43% | -13.9% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,230,000 | +0.8% | 61,270 | -4.3% | 0.41% | -9.0% |
C | Sell | CITIGROUP INC | $2,881,000 | -3.6% | 39,608 | -11.4% | 0.37% | -12.7% |
MCHP | Sell | MICROCHIP TECHNOLOGY INC | $2,852,000 | +5.7% | 31,763 | -9.1% | 0.37% | -4.4% |
CB | Sell | CHUBB LTD | $2,770,000 | -9.9% | 19,424 | -8.2% | 0.36% | -18.8% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $2,755,000 | -11.6% | 67,754 | -6.1% | 0.35% | -20.1% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,730,000 | -18.0% | 18,826 | -13.0% | 0.35% | -25.8% |
CVS | Sell | CVS HEALTH CORP | $2,709,000 | -6.7% | 33,316 | -7.7% | 0.35% | -15.5% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $2,608,000 | -2.7% | 58,199 | -10.1% | 0.34% | -12.1% |
ABT | Sell | ABBOTT LABS | $2,554,000 | +8.6% | 47,873 | -1.0% | 0.33% | -1.8% |
SLYV | Sell | SPDR SERIES TRUSTs&p 600 smcp val | $2,518,000 | -9.6% | 19,923 | -14.7% | 0.32% | -18.2% |
MDT | Sell | MEDTRONIC PLC | $2,517,000 | -36.7% | 32,357 | -27.8% | 0.32% | -42.8% |
PRU | Sell | PRUDENTIAL FINL INC | $2,353,000 | -11.2% | 22,127 | -9.7% | 0.30% | -19.7% |
DPS | Sell | DR PEPPER SNAPPLE GROUP INC | $2,198,000 | -8.2% | 24,844 | -5.5% | 0.28% | -17.1% |
CL | Sell | COLGATE PALMOLIVE CO | $2,182,000 | -3.0% | 29,955 | -1.3% | 0.28% | -12.2% |
MRK | Sell | MERCK & CO INC | $2,177,000 | -3.7% | 34,003 | -3.6% | 0.28% | -13.1% |
BX | Sell | BLACKSTONE GROUP L P | $2,034,000 | -3.2% | 60,955 | -3.2% | 0.26% | -12.4% |
NHI | Sell | NATIONAL HEALTH INVS INC | $2,023,000 | -10.3% | 26,176 | -8.1% | 0.26% | -18.8% |
IAT | Sell | ISHARES TRus regnl bks etf | $2,008,000 | -9.8% | 42,550 | -13.0% | 0.26% | -18.4% |
GOOG | Sell | ALPHABET INCcap stk cl c | $1,957,000 | -20.7% | 2,041 | -24.8% | 0.25% | -28.3% |
CELG | Sell | CELGENE CORP | $1,784,000 | +8.9% | 12,233 | -3.0% | 0.23% | -1.7% |
COP | Sell | CONOCOPHILLIPS | $1,740,000 | -30.6% | 34,800 | -39.0% | 0.22% | -37.4% |
ECL | Sell | ECOLAB INC | $1,621,000 | -11.6% | 12,599 | -8.8% | 0.21% | -20.0% |
CSCO | Sell | CISCO SYS INC | $1,537,000 | +2.5% | 45,692 | -4.6% | 0.20% | -7.5% |
IWN | Sell | ISHARES TRrus 2000 val etf | $1,471,000 | -7.3% | 11,854 | -11.2% | 0.19% | -16.0% |
SLYG | Sell | SPDR SERIES TRUSTs&p 600 smcp grw | $1,436,000 | -11.5% | 6,296 | -16.1% | 0.18% | -20.0% |
LNC | Sell | LINCOLN NATL CORP IND | $1,413,000 | +6.0% | 19,232 | -2.5% | 0.18% | -4.2% |
DE | Sell | DEERE & CO | $1,398,000 | -18.0% | 11,135 | -19.3% | 0.18% | -26.0% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,360,000 | +0.7% | 10,638 | -3.2% | 0.17% | -9.4% |
YUM | Sell | YUM BRANDS INC | $1,323,000 | -17.0% | 17,988 | -16.7% | 0.17% | -24.8% |
STI | Sell | SUNTRUST BKS INC | $1,311,000 | -0.2% | 21,935 | -5.3% | 0.17% | -10.2% |
CBRL | Sell | CRACKER BARREL OLD CTRY STOR | $1,304,000 | -14.5% | 8,600 | -5.7% | 0.17% | -23.0% |
BA | Sell | BOEING CO | $1,294,000 | +16.5% | 5,091 | -9.4% | 0.17% | +5.1% |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $1,248,000 | -0.7% | 8,175 | -3.5% | 0.16% | -10.1% |
YUMC | Sell | YUM CHINA HLDGS INC | $1,213,000 | -4.6% | 30,351 | -5.8% | 0.16% | -13.3% |
TGT | Sell | TARGET CORP | $1,180,000 | -28.6% | 19,993 | -36.7% | 0.15% | -35.7% |
VNQ | Sell | VANGUARD INDEX FDSreit etf | $1,090,000 | -87.2% | 13,116 | -87.2% | 0.14% | -88.4% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,055,000 | +0.9% | 15,401 | -4.4% | 0.14% | -8.8% |
KMI | Sell | KINDER MORGAN INC DEL | $1,041,000 | -27.7% | 54,284 | -13.8% | 0.13% | -34.3% |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,036,000 | -4.7% | 13,414 | -3.4% | 0.13% | -13.6% |
APD | Sell | AIR PRODS & CHEMS INC | $1,023,000 | +4.1% | 6,768 | -1.5% | 0.13% | -6.4% |
TJX | Sell | TJX COS INC NEW | $991,000 | -7.9% | 13,449 | -9.8% | 0.13% | -17.0% |
NHC | Sell | NATIONAL HEALTHCARE CORP | $950,000 | -12.0% | 15,180 | -1.3% | 0.12% | -20.3% |
BIV | Sell | VANGUARD BD INDEX FD INCintermed term | $867,000 | -97.0% | 10,244 | -97.0% | 0.11% | -97.3% |
MNST | Sell | MONSTER BEVERAGE CORP NEW | $861,000 | -2.3% | 15,565 | -12.2% | 0.11% | -12.0% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $860,000 | -1.6% | 5,995 | -6.1% | 0.11% | -11.3% |
SRE | Sell | SEMPRA ENERGY | $799,000 | -7.6% | 6,997 | -8.8% | 0.10% | -16.3% |
DVMT | Sell | DELL TECHNOLOGIES INC | $765,000 | +10.7% | 9,915 | -12.3% | 0.10% | 0.0% |
CAT | Sell | CATERPILLAR INC DEL | $734,000 | +5.6% | 5,883 | -9.0% | 0.09% | -5.1% |
WMT | Sell | WAL-MART STORES INC | $732,000 | +1.0% | 9,367 | -2.1% | 0.09% | -8.7% |
AGN | Sell | ALLERGAN PLC | $735,000 | -61.5% | 3,587 | -54.3% | 0.09% | -65.3% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $653,000 | -12.0% | 4,625 | -24.4% | 0.08% | -20.0% |
NSC | Sell | NORFOLK SOUTHERN CORP | $634,000 | -0.9% | 4,793 | -8.8% | 0.08% | -11.0% |
HRL | Sell | HORMEL FOODS CORP | $620,000 | -7.5% | 19,300 | -1.7% | 0.08% | -15.8% |
FB | Sell | FACEBOOK INCcl a | $609,000 | -4.5% | 3,561 | -15.7% | 0.08% | -14.3% |
XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $594,000 | -13.4% | 8,354 | -17.1% | 0.08% | -21.6% |
NOV | Sell | NATIONAL OILWELL VARCO INC | $504,000 | -55.0% | 14,092 | -58.6% | 0.06% | -59.1% |
NEE | Sell | NEXTERA ENERGY INC | $491,000 | -20.4% | 3,353 | -23.8% | 0.06% | -28.4% |
BABA | Sell | ALIBABA GROUP HLDGsponsored ads | $481,000 | -32.0% | 2,782 | -44.6% | 0.06% | -38.0% |
KMB | Sell | KIMBERLY CLARK CORP | $465,000 | -19.3% | 3,950 | -11.4% | 0.06% | -26.8% |
GPC | Sell | GENUINE PARTS CO | $469,000 | -50.9% | 4,904 | -52.4% | 0.06% | -55.9% |
CAH | Sell | CARDINAL HEALTH INC | $461,000 | -63.7% | 6,893 | -57.7% | 0.06% | -67.2% |
FLR | Sell | FLUOR CORP NEW | $452,000 | -70.2% | 10,729 | -67.6% | 0.06% | -73.0% |
VMC | Sell | VULCAN MATLS CO | $450,000 | -14.1% | 3,765 | -8.8% | 0.06% | -21.6% |
HAL | Sell | HALLIBURTON CO | $443,000 | -70.9% | 9,624 | -73.0% | 0.06% | -73.6% |
ADBE | Sell | ADOBE SYSTEMS INC | $441,000 | +0.2% | 2,952 | -5.1% | 0.06% | -8.1% |
XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $433,000 | -26.9% | 16,762 | -30.2% | 0.06% | -33.3% |
TD | Sell | TORONTO DOMINION BK ONT | $411,000 | +11.7% | 7,304 | -0.1% | 0.05% | +1.9% |
TXN | Sell | TEXAS INSTRS INC | $408,000 | -21.8% | 4,551 | -32.9% | 0.05% | -29.7% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $409,000 | -36.8% | 5,099 | -36.9% | 0.05% | -43.5% |
JWN | Sell | NORDSTROM INC | $404,000 | -61.0% | 8,577 | -60.4% | 0.05% | -64.6% |
UAA | Sell | UNDER ARMOUR INC | $365,000 | -58.4% | 22,165 | -44.9% | 0.05% | -62.1% |
DHI | Sell | D R HORTON | $370,000 | +1.4% | 9,276 | -12.0% | 0.05% | -9.6% |
NVS | Sell | NOVARTIS A Gsponsored adr | $366,000 | -4.9% | 4,260 | -7.5% | 0.05% | -14.5% |
ROST | Sell | ROSS STORES INC | $355,000 | +0.9% | 5,499 | -9.7% | 0.05% | -8.0% |
LRCX | Sell | LAM RESEARCH CORP | $355,000 | +11.6% | 1,919 | -14.6% | 0.05% | +2.2% |
NOC | Sell | NORTHROP GRUMMAN CORP | $353,000 | +4.4% | 1,226 | -6.9% | 0.04% | -6.2% |
VIG | Sell | VANGUARD SPECIALIZED PORTFOLdiv app etf | $332,000 | -68.3% | 3,502 | -69.0% | 0.04% | -71.1% |
FTV | Sell | FORTIVE CORP | $332,000 | +2.5% | 4,684 | -8.6% | 0.04% | -6.5% |
CA | Sell | CA INC | $323,000 | -26.1% | 9,691 | -23.5% | 0.04% | -33.9% |
ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $310,000 | -28.1% | 4,898 | -27.5% | 0.04% | -34.4% |
VOO | Sell | VANGUARD INDEX FDS | $302,000 | -85.4% | 1,309 | -85.9% | 0.04% | -86.7% |
COR | Sell | CORESITE RLTY CORP | $304,000 | -14.8% | 2,710 | -21.3% | 0.04% | -23.5% |
PNC | Sell | PNC FINANCIAL SVCS GROUP INC | $301,000 | -17.5% | 2,233 | -23.6% | 0.04% | -25.0% |
SCG | Sell | SCANA CORP NEW | $304,000 | -51.9% | 6,272 | -33.4% | 0.04% | -56.7% |
AVGO | Sell | BROADCOM LTD | $306,000 | -41.7% | 1,262 | -44.1% | 0.04% | -48.0% |
NTES | Sell | NETEASE INCsponsored adr | $297,000 | -23.7% | 1,125 | -13.1% | 0.04% | -30.9% |
RTN | Sell | RAYTHEON COMPANY | $300,000 | -11.0% | 1,608 | -23.1% | 0.04% | -20.8% |
WCN | Sell | WASTE CONNECTIONS INC | $288,000 | +8.7% | 4,111 | -0.0% | 0.04% | -2.6% |
AEE | Sell | AMEREN CORP | $263,000 | -7.1% | 4,549 | -12.3% | 0.03% | -15.0% |
ES | Sell | EVERSOURCE ENERGY | $264,000 | -14.8% | 4,376 | -14.3% | 0.03% | -22.7% |
PX | Sell | PRAXAIR INC | $260,000 | -15.0% | 1,858 | -19.6% | 0.03% | -23.3% |
LUV | Sell | SOUTHWEST AIRLS CO | $258,000 | -20.4% | 4,602 | -11.7% | 0.03% | -28.3% |
PAYX | Sell | PAYCHEX INC | $257,000 | -13.5% | 4,300 | -17.5% | 0.03% | -21.4% |
TMUS | Sell | T MOBILE US INC | $258,000 | -10.1% | 4,180 | -11.7% | 0.03% | -19.5% |
PFF | Sell | ISHARES TRs&p us pfd stk | $248,000 | -9.5% | 6,396 | -8.2% | 0.03% | -17.9% |
SBUX | Sell | STARBUCKS CORP | $250,000 | -59.1% | 4,658 | -55.6% | 0.03% | -63.2% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $234,000 | +3.1% | 4,055 | -1.2% | 0.03% | -6.2% |
EL | Sell | LAUDER ESTEE COS INCcl a | $236,000 | -13.2% | 2,192 | -22.5% | 0.03% | -23.1% |
DON | Sell | WISDOMTREE TR | $234,000 | +1.7% | 2,346 | -0.1% | 0.03% | -9.1% |
PCLN | Sell | PRICELINE GRP INC | $227,000 | -3.8% | 124 | -1.6% | 0.03% | -14.7% |
LOW | Sell | LOWES COS INC | $215,000 | +1.4% | 2,693 | -1.8% | 0.03% | -6.7% |
RYN | Exit | RAYONIER INC | $0 | – | -64 | -100.0% | 0.00% | – |
FTR | Exit | FRONTIER COMMUNICATIONS CORP | $0 | – | -738 | -100.0% | 0.00% | – |
VIAB | Exit | VIACOM INC NEWcl b | $0 | – | -20 | -100.0% | 0.00% | – |
TIME | Exit | TIME INC NEW COM | $0 | – | -2 | -100.0% | 0.00% | – |
WFTIQ | Exit | WEATHERFORD INTL PLC | $0 | – | -100 | -100.0% | 0.00% | – |
GSG | Exit | ISHARES S&P GSCI COMMODITY Iunit ben int | $0 | – | -200 | -100.0% | 0.00% | – |
HNI | Exit | HNI CORP | $0 | – | -86 | -100.0% | 0.00% | – |
NEBLQ | Exit | NOBLE CORP PLC | $0 | – | -66 | -100.0% | 0.00% | – |
CAJ | Exit | CANON INCsponsored adr | $0 | – | -97 | -100.0% | 0.00% | – |
CY | Exit | CYPRESS SEMICONDUCTOR CORP | $0 | – | -245 | -100.0% | 0.00% | – |
HST | Exit | HOST HOTELS & RESORTS INC | $0 | – | -31 | -100.0% | 0.00% | – |
OII | Exit | OCEANEERING INTL INC | $0 | – | -147 | -100.0% | 0.00% | – |
XEL | Exit | XCEL ENERGY INC | $0 | – | -45 | -100.0% | 0.00% | – |
CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -2 | -100.0% | 0.00% | – |
NCR | Exit | NCR CORP NEW | $0 | – | -23 | -100.0% | 0.00% | – |
DRQ | Exit | DRIL-QUIP INC | $0 | – | -63 | -100.0% | 0.00% | – |
POT | Exit | POTASH CORP SASK INC | $0 | – | -90 | -100.0% | 0.00% | – |
CRCQQ | Exit | CALIFORNIA RES CORP | $0 | – | -52 | -100.0% | 0.00% | – |
FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -186 | -100.0% | 0.00% | – |
LUMN | Exit | CENTURYLINK INC | $0 | – | -109 | -100.0% | 0.00% | – |
HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -66 | -100.0% | 0.00% | – |
DTY | Exit | DTE ENERGY CO | $0 | – | -75 | -100.0% | 0.00% | – |
HTD | Exit | HANCOCK JOHN TAX-ADV DIV INC | $0 | – | -55 | -100.0% | 0.00% | – |
TWX | Exit | TIME WARNER INC | $0 | – | -82 | -100.0% | -0.00% | – |
F | Exit | FORD MTR CO DEL | $0 | – | -573 | -100.0% | -0.00% | – |
O | Exit | REALTY INCOME CORP | $0 | – | -116 | -100.0% | -0.00% | – |
PSA | Exit | PUBLIC STORAGE | $0 | – | -41 | -100.0% | -0.00% | – |
HCP | Exit | HCP INC | $0 | – | -295 | -100.0% | -0.00% | – |
PEG | Exit | PUBLIC SVC ENTERPRISE GROUP | $0 | – | -154 | -100.0% | -0.00% | – |
FE | Exit | FIRSTENERGY CORP | $0 | – | -280 | -100.0% | -0.00% | – |
VEC | Exit | VECTRUS INC | $0 | – | -291 | -100.0% | -0.00% | – |
DBC | Exit | POWERSHARES DB CMDTY IDX TRAunit ben int | $0 | – | -585 | -100.0% | -0.00% | – |
TRN | Exit | TRINITY INDS INC | $0 | – | -332 | -100.0% | -0.00% | – |
HUM | Exit | HUMANA INC | $0 | – | -20 | -100.0% | -0.00% | – |
FNB | Exit | FNB CORP PA | $0 | – | -540 | -100.0% | -0.00% | – |
ILG | Exit | ILG INC | $0 | – | -322 | -100.0% | -0.00% | – |
APAM | Exit | ARTISAN PARTNERS ASSET MGMTcl a | $0 | – | -211 | -100.0% | -0.00% | – |
WEN | Exit | WENDYS CO | $0 | – | -554 | -100.0% | -0.00% | – |
SYK | Exit | STRYKER CORP | $0 | – | -34 | -100.0% | -0.00% | – |
CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -15 | -100.0% | -0.00% | – |
VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -154 | -100.0% | -0.00% | – |
CRM | Exit | SALESFORCE COM INC | $0 | – | -95 | -100.0% | -0.00% | – |
TECH | Exit | BIO TECHNE CORP | $0 | – | -81 | -100.0% | -0.00% | – |
PNR | Exit | PENTAIR PLC | $0 | – | -125 | -100.0% | -0.00% | – |
HSBC | Exit | HSBC HLDGS PLCspon adr new | $0 | – | -192 | -100.0% | -0.00% | – |
DTN | Exit | WISDOMTREE TRus divid ex fncl | $0 | – | -101 | -100.0% | -0.00% | – |
JLL | Exit | JONES LANG LASALLE INC | $0 | – | -50 | -100.0% | -0.00% | – |
FLIR | Exit | FLIR SYS INC | $0 | – | -301 | -100.0% | -0.00% | – |
CPRT | Exit | COPART INC | $0 | – | -542 | -100.0% | -0.00% | – |
UMPQ | Exit | UMPQUA HLDGS CORP | $0 | – | -726 | -100.0% | -0.00% | – |
LILAK | Exit | LIBERTY GLOBAL PLC | $0 | – | -558 | -100.0% | -0.00% | – |
LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -75 | -100.0% | -0.00% | – |
SYF | Exit | SYNCHRONY FINL | $0 | – | -425 | -100.0% | -0.00% | – |
LSTR | Exit | LANDSTAR SYS INC | $0 | – | -190 | -100.0% | -0.00% | – |
BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -197 | -100.0% | -0.00% | – |
SNI | Exit | SCRIPPS NETWORKS INTERACT IN | $0 | – | -200 | -100.0% | -0.00% | – |
RPM | Exit | RPM INTL INC | $0 | – | -216 | -100.0% | -0.00% | – |
EWX | Exit | SPDR INDEX SHS FDSs&p emktsc etf | $0 | – | -351 | -100.0% | -0.00% | – |
CFR | Exit | CULLEN FROST BANKERS INC | $0 | – | -178 | -100.0% | -0.00% | – |
WFM | Exit | WHOLE FOODS MKT INC | $0 | – | -300 | -100.0% | -0.00% | – |
GILD | Exit | GILEAD SCIENCES INC | $0 | – | -193 | -100.0% | -0.00% | – |
TTE | Exit | TOTAL S A SPONSORED ADR | $0 | – | -337 | -100.0% | -0.00% | – |
IT | Exit | GARTNER INC | $0 | – | -121 | -100.0% | -0.00% | – |
WEX | Exit | WEX INC | $0 | – | -104 | -100.0% | -0.00% | – |
ARMK | Exit | ARAMARK | $0 | – | -400 | -100.0% | -0.00% | – |
VTR | Exit | VENTAS INC | $0 | – | -196 | -100.0% | -0.00% | – |
LLL | Exit | L3 TECHNOLOGIES INC COM | $0 | – | -99 | -100.0% | -0.00% | – |
TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -295 | -100.0% | -0.00% | – |
FDS | Exit | FACTSET RESH SYS INC | $0 | – | -97 | -100.0% | -0.00% | – |
KEYS | Exit | KEYSIGHT TECHOLOGIES INC | $0 | – | -333 | -100.0% | -0.00% | – |
DCI | Exit | DONALDSON INC | $0 | – | -324 | -100.0% | -0.00% | – |
COLM | Exit | COLUMBIA SPORTSWEAR CO | $0 | – | -201 | -100.0% | -0.00% | – |
MANH | Exit | MANHATTAN ASSOCS INC | $0 | – | -260 | -100.0% | -0.00% | – |
SERV | Exit | SERVICEMASTER GLOBAL HLDGS I | $0 | – | -270 | -100.0% | -0.00% | – |
VAR | Exit | VARIAN MED SYS INC | $0 | – | -152 | -100.0% | -0.00% | – |
APC | Exit | ANADARKO PETE CORP | $0 | – | -300 | -100.0% | -0.00% | – |
K | Exit | KELLOGG CO | $0 | – | -246 | -100.0% | -0.00% | – |
CSL | Exit | CARLISLE COS INC | $0 | – | -227 | -100.0% | -0.00% | – |
IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -104 | -100.0% | -0.00% | – |
MTD | Exit | METTLER TOLEDO INTERNATIONAL | $0 | – | -35 | -100.0% | -0.00% | – |
IVZ | Exit | INVESCO LTD | $0 | – | -538 | -100.0% | -0.00% | – |
MS | Exit | MORGAN STANLEY | $0 | – | -500 | -100.0% | -0.00% | – |
PPL | Exit | PPL CORP | $0 | – | -487 | -100.0% | -0.00% | – |
JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -233 | -100.0% | -0.00% | – |
SBH | Exit | SALLY BEAUTY HLDGS INC | $0 | – | -931 | -100.0% | -0.00% | – |
JBHT | Exit | HUNT J B TRANS SVCS INC | $0 | – | -235 | -100.0% | -0.00% | – |
KEX | Exit | KIRBY CORP | $0 | – | -270 | -100.0% | -0.00% | – |
MORN | Exit | MORNINGSTAR INC | $0 | – | -253 | -100.0% | -0.00% | – |
AYI | Exit | ACUITY BRANDS INC | $0 | – | -108 | -100.0% | -0.00% | – |
GGG | Exit | GRACO INC | $0 | – | -161 | -100.0% | -0.00% | – |
ATR | Exit | APTARGROUP INC | $0 | – | -222 | -100.0% | -0.00% | – |
NGG | Exit | NATIONAL GRID PLCsponsored adr ne | $0 | – | -369 | -100.0% | -0.00% | – |
UFI | Exit | UNIFI INC | $0 | – | -633 | -100.0% | -0.00% | – |
CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -244 | -100.0% | -0.00% | – |
MET | Exit | METLIFE INC | $0 | – | -388 | -100.0% | -0.00% | – |
NBL | Exit | NOBLE ENERGY INC | $0 | – | -1,100 | -100.0% | -0.00% | – |
CF | Exit | CF INDS HLDGS INC | $0 | – | -950 | -100.0% | -0.00% | – |
BIO | Exit | BIO RAD LABS INCcl a | $0 | – | -130 | -100.0% | -0.00% | – |
BCE | Exit | BCE INC | $0 | – | -655 | -100.0% | -0.00% | – |
NUE | Exit | NUCOR CORP | $0 | – | -538 | -100.0% | -0.00% | – |
BLKB | Exit | BLACKBAUD INC | $0 | – | -338 | -100.0% | -0.00% | – |
FICO | Exit | FAIR ISAAC CORP | $0 | – | -225 | -100.0% | -0.00% | – |
HOG | Exit | HARLEY DAVIDSON INC | $0 | – | -480 | -100.0% | -0.00% | – |
BKLN | Exit | POWERSHARES ETF TRUST IIsenior ln port | $0 | – | -1,242 | -100.0% | -0.00% | – |
IEX | Exit | IDEX CORP | $0 | – | -262 | -100.0% | -0.00% | – |
XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -511 | -100.0% | -0.00% | – |
HSIC | Exit | SCHEIN HENRY INC | $0 | – | -134 | -100.0% | -0.00% | – |
VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -1,223 | -100.0% | -0.01% | – |
SPLV | Exit | POWERSHARES ETF TRUST IIs&p500 low vol | $0 | – | -740 | -100.0% | -0.01% | – |
WRB | Exit | BERKLEY W R CORP | $0 | – | -525 | -100.0% | -0.01% | – |
IDXX | Exit | IDEXX LABS INC | $0 | – | -205 | -100.0% | -0.01% | – |
TFX | Exit | TELEFLEX INC | $0 | – | -163 | -100.0% | -0.01% | – |
DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -1,075 | -100.0% | -0.01% | – |
SEIC | Exit | SEI INVESTMENTS CO | $0 | – | -647 | -100.0% | -0.01% | – |
EOI | Exit | EATON VANCE ENHANCED EQ INC | $0 | – | -2,534 | -100.0% | -0.01% | – |
TRU | Exit | TRANSUNION | $0 | – | -975 | -100.0% | -0.01% | – |
ANSS | Exit | ANSYS INC | $0 | – | -323 | -100.0% | -0.01% | – |
ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -300 | -100.0% | -0.01% | – |
ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -610 | -100.0% | -0.01% | – |
TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $0 | – | -1,245 | -100.0% | -0.01% | – |
MKL | Exit | MARKEL CORP | $0 | – | -45 | -100.0% | -0.01% | – |
A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -667 | -100.0% | -0.01% | – |
LNT | Exit | ALLIANT ENERGY CORP | $0 | – | -1,075 | -100.0% | -0.01% | – |
DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -500 | -100.0% | -0.01% | – |
COG | Exit | CABOT OIL & GAS CORP | $0 | – | -1,700 | -100.0% | -0.01% | – |
BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -1,500 | -100.0% | -0.01% | – |
ASML | Exit | ASML HOLDING N V | $0 | – | -300 | -100.0% | -0.01% | – |
BFA | Exit | BROWN FORMAN CORPcl a | $0 | – | -850 | -100.0% | -0.01% | – |
KEY | Exit | KEYCORP NEW | $0 | – | -2,100 | -100.0% | -0.01% | – |
EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -350 | -100.0% | -0.01% | – |
MLM | Exit | MARTIN MARIETTA MATLS INC | $0 | – | -175 | -100.0% | -0.01% | – |
DOV | Exit | DOVER CORP | $0 | – | -600 | -100.0% | -0.01% | – |
OMC | Exit | OMNICOM GROUP INC | $0 | – | -617 | -100.0% | -0.01% | – |
IPGP | Exit | IPG PHOTONICS CORP | $0 | – | -325 | -100.0% | -0.01% | – |
FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -1,777 | -100.0% | -0.01% | – |
TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -595 | -100.0% | -0.01% | – |
ATH | Exit | ATHENE HLDG LTDcl a | $0 | – | -925 | -100.0% | -0.01% | – |
ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -225 | -100.0% | -0.01% | – |
FISV | Exit | FISERV INC | $0 | – | -425 | -100.0% | -0.01% | – |
LEN | Exit | LENNAR CORPcl a | $0 | – | -1,100 | -100.0% | -0.01% | – |
GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -300 | -100.0% | -0.01% | – |
CME | Exit | CME GROUP INC | $0 | – | -425 | -100.0% | -0.01% | – |
CHD | Exit | CHURCH & DWIGHT INC | $0 | – | -1,068 | -100.0% | -0.01% | – |
HSY | Exit | HERSHEY CO | $0 | – | -540 | -100.0% | -0.01% | – |
HES | Exit | HESS CORP | $0 | – | -1,230 | -100.0% | -0.01% | – |
AMP | Exit | AMERIPRISE FINL INC | $0 | – | -430 | -100.0% | -0.01% | – |
INTU | Exit | INTUIT | $0 | – | -479 | -100.0% | -0.01% | – |
ZBH | Exit | ZIMMER BIOMET HLDGS INC | $0 | – | -475 | -100.0% | -0.01% | – |
HRS | Exit | HARRIS CORP DEL | $0 | – | -549 | -100.0% | -0.01% | – |
CDW | Exit | CDW CORP | $0 | – | -1,032 | -100.0% | -0.01% | – |
FOXA | Exit | TWENTY FIRST CENTY FOX INCcl a | $0 | – | -2,175 | -100.0% | -0.01% | – |
HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -3,600 | -100.0% | -0.01% | – |
OGE | Exit | OGE ENERGY CORP | $0 | – | -1,800 | -100.0% | -0.01% | – |
EOS | Exit | EATON VANCE ENH EQTY INC FD | $0 | – | -4,330 | -100.0% | -0.01% | – |
MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -792 | -100.0% | -0.01% | – |
GM | Exit | GENERAL MTRS CO | $0 | – | -2,043 | -100.0% | -0.01% | – |
USMV | Exit | ISHARES TRmin vol eafe etf | $0 | – | -1,404 | -100.0% | -0.01% | – |
TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -410 | -100.0% | -0.01% | – |
ANTM | Exit | ANTHEM INC | $0 | – | -400 | -100.0% | -0.01% | – |
BAX | Exit | BAXTER INTL INC | $0 | – | -1,315 | -100.0% | -0.01% | – |
TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $0 | – | -2,252 | -100.0% | -0.01% | – |
DISH | Exit | DISH NETWORK CORPcl a | $0 | – | -1,250 | -100.0% | -0.01% | – |
HOME | Exit | AT HOME GROUP INC | $0 | – | -3,333 | -100.0% | -0.01% | – |
AMG | Exit | AFFILIATED MANAGERS GROUP | $0 | – | -488 | -100.0% | -0.01% | – |
MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -750 | -100.0% | -0.01% | – |
PFG | Exit | PRINCIPAL FINL GROUP INC | $0 | – | -1,324 | -100.0% | -0.01% | – |
BBY | Exit | BEST BUY INC | $0 | – | -1,500 | -100.0% | -0.01% | – |
OXY | Exit | OCCIDENTAL PETE CORP DEL | $0 | – | -1,509 | -100.0% | -0.01% | – |
VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -1,000 | -100.0% | -0.01% | – |
FBNC | Exit | FIRST BANCORP N C | $0 | – | -3,180 | -100.0% | -0.01% | – |
BAC | Exit | BANK AMER CORP | $0 | – | -3,986 | -100.0% | -0.01% | – |
EFAV | Exit | ISHARES TRmin vol eafe etf | $0 | – | -1,390 | -100.0% | -0.01% | – |
LBTYK | Exit | LIBERTY GLOBAL PLC | $0 | – | -3,200 | -100.0% | -0.01% | – |
MUFG | Exit | MITSUBISHI UFJ FINL GROUP INsponsored adr | $0 | – | -14,632 | -100.0% | -0.01% | – |
EEMV | Exit | ISHARES TRmin vol emrg mkt | $0 | – | -1,869 | -100.0% | -0.02% | – |
ITT | Exit | ITT INC | $0 | – | -2,623 | -100.0% | -0.02% | – |
PSK | Exit | SPDR SERIES TRUSTwells fg pfd etf | $0 | – | -2,444 | -100.0% | -0.02% | – |
VSM | Exit | VERSUM MATLS INC | $0 | – | -3,421 | -100.0% | -0.02% | – |
MON | Exit | MONSANTO CO NEW | $0 | – | -961 | -100.0% | -0.02% | – |
DES | Exit | WISDOMTREE TRus smallcap divd | $0 | – | -1,411 | -100.0% | -0.02% | – |
REPYY | Exit | REPSOL YPF S A SPONSORED ADR | $0 | – | -8,300 | -100.0% | -0.02% | – |
UN | Exit | UNILEVER N V | $0 | – | -2,300 | -100.0% | -0.02% | – |
SPHD | Exit | POWERSHARES ETF TRUST II | $0 | – | -3,132 | -100.0% | -0.02% | – |
AON | Exit | AON PLC | $0 | – | -948 | -100.0% | -0.02% | – |
IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -10,959 | -100.0% | -0.02% | – |
XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -1,685 | -100.0% | -0.02% | – |
CULP | Exit | CULP INC | $0 | – | -4,473 | -100.0% | -0.02% | – |
MYI | Exit | BLACKROCK MUNIYIELD QLTY FD | $0 | – | -10,200 | -100.0% | -0.02% | – |
RDSA | Exit | ROYAL DUTCH SHELL PLCspon adr a | $0 | – | -2,950 | -100.0% | -0.02% | – |
EXC | Exit | EXELON CORP | $0 | – | -4,500 | -100.0% | -0.02% | – |
ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -2,023 | -100.0% | -0.02% | – |
FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -2,225 | -100.0% | -0.03% | – |
XL | Exit | XL GROUP LTD | $0 | – | -4,600 | -100.0% | -0.03% | – |
LAZ | Exit | LAZARD LTD | $0 | – | -4,435 | -100.0% | -0.03% | – |
TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -1,755 | -100.0% | -0.03% | – |
AVB | Exit | AVALONBAY CMNTYS INC | $0 | – | -1,170 | -100.0% | -0.03% | – |
IGSB | Exit | ISHARES TR1-3 yr cr bd etf | $0 | – | -2,222 | -100.0% | -0.03% | – |
UGI | Exit | UGI CORP NEW | $0 | – | -4,810 | -100.0% | -0.03% | – |
IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -1,408 | -100.0% | -0.03% | – |
MMC | Exit | MARSH & MCLENNAN CO INC | $0 | – | -3,293 | -100.0% | -0.04% | – |
AZO | Exit | AUTOZONE INC | $0 | – | -453 | -100.0% | -0.04% | – |
TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -2,060 | -100.0% | -0.04% | – |
BGB | Exit | BLACKSTONE GSO STRATEGIC CR | $0 | – | -16,871 | -100.0% | -0.04% | – |
HAS | Exit | HASBRO INC | $0 | – | -2,427 | -100.0% | -0.04% | – |
SHM | Exit | SPDR SER TRnuveen blmbrg sr | $0 | – | -5,613 | -100.0% | -0.04% | – |
AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -9,233 | -100.0% | -0.04% | – |
IYY | Exit | ISHARES TRdow jones us etf | $0 | – | -2,942 | -100.0% | -0.05% | – |
IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -5,902 | -100.0% | -0.05% | – |
ULTA | Exit | ULTA BEAUTY INC | $0 | – | -1,433 | -100.0% | -0.06% | – |
PWR | Exit | QUANTA SVCS INC | $0 | – | -12,575 | -100.0% | -0.06% | – |
EFX | Exit | EQUIFAX INC | $0 | – | -4,014 | -100.0% | -0.08% | – |
DOW | Exit | DOW CHEM CO | $0 | – | -11,035 | -100.0% | -0.10% | – |
RAI | Exit | REYNOLDS AMERICAN INC | $0 | – | -17,588 | -100.0% | -0.16% | – |
DD | Exit | DU PONT E I DE NEMOURS & CO | $0 | – | -21,994 | -100.0% | -0.25% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Pinnacle Bank #1
- Pinnacle Wealth Advisors #2
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PINNACLE FINL PARTNERS INC | 42 | Q3 2023 | 9.6% |
SPDR S&P 500 ETF TR | 42 | Q3 2023 | 4.3% |
APPLE INC | 42 | Q3 2023 | 5.5% |
MICROSOFT CORP | 42 | Q3 2023 | 5.3% |
AMAZON COM INC | 42 | Q3 2023 | 3.1% |
JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.5% |
UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 3.5% |
EXXON MOBIL CORP | 42 | Q3 2023 | 4.0% |
HCA HOLDINGS INC | 42 | Q3 2023 | 2.4% |
ISHARES TR | 42 | Q3 2023 | 2.6% |
View PINNACLE FINANCIAL PARTNERS INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
10-Q | 2024-05-10 |
4 | 2024-05-10 |
144 | 2024-05-09 |
13F-HR | 2024-04-30 |
4 | 2024-04-29 |
4 | 2024-04-29 |
4 | 2024-04-29 |
144 | 2024-04-26 |
8-K | 2024-04-26 |
S-8 | 2024-04-26 |
View PINNACLE FINANCIAL PARTNERS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.